CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Knoi: AI meeting assistant that records, transcribes, summarizes, and translates meetings, with team organization and Q&A. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Knoi when running cross-border meetings with live korean-english translation matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI meeting assistant that records, transcribes, summarizes, and translates meetings, with team organization and Q&A.
CogniCor is a generative AI assistant platform for financial advisors at RIAs, broker-dealers, and wealth management firms, designed to automate the administrative work surrounding client meetings. Rather than operating as a standalone app, CogniCor embeds directly into CRMs such as Salesforce and Redtail and is available on the Salesforce AppExchange, so its meeting prep, note-taking, and follow-up capabilities run within the advisor's existing tech stack. The platform automates pre-meeting preparation including agenda creation and form-finding, captures and organizes meeting notes, and turns those notes into tasks, case creation, and client communications afterward. It also handles related advisor workflows such as custodian alert management, NIGO form automation, eAuthorizations, and knowledge management. CogniCor connects with planning and operations tools including eMoney and Orion in addition to its CRM integrations. The company targets larger RIAs, broker-dealers, and enterprise wealth firms and counts sizable institutions among its customers. By orchestrating meeting documentation and downstream operations from inside the CRM, CogniCor aims to reduce manual administrative effort for advisory teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Knoi is an AI meeting assistant that records meetings and converts conversations into text in real time, then automatically generates summaries, highlights, and action items the moment a meeting ends. Built by Buzzni and available as a mobile app, Knoi focuses on capturing the full flow of a discussion so users can follow along live and revisit decisions afterward. It includes real-time translation across several languages, including Korean and English, to support meetings with global teams, and it organizes meeting notes into channels by team, project, or department so past meetings can be searched with context. An AI question-and-answer feature lets users ask questions such as what was decided in a meeting and receive context-aware answers drawn from the transcript. Knoi also supports custom summary templates for outputs like weekly reports and team updates, allowing users to tailor notes to their workflow. On the security side, the product describes encryption of meeting content and ongoing system monitoring. Knoi is presented as an actively operating product aimed at teams and professionals who want automated meeting documentation, organization, and multilingual support. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Knoi is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Knoi |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time meeting recording and transcription |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic summaries, highlights, and action items after meetings |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Live translation across multiple languages including Korean and English |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Channel-based organization of notes by team, project, or department |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI Q&A that answers questions about meeting content |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Custom summary templates for reports and updates |
CogniCor
Choose CogniCor if you need automating meeting prep and agendas before advisor client meetings — strengths include runs inside existing crms rather than as a separate application.
Knoi
Choose Knoi if you need documenting and summarizing team meetings automatically — strengths include strong support for korean-english multilingual meetings.
CogniCor
Knoi
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Knoi is strong for documenting and summarizing team meetings automatically. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Knoi is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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